User portfolios | PortfoliosLab

D

Dianebreon

Joined Jan 4, 2023

Portfolio design by her husband, Greg. CFA (retired), and former stock broker at Merrill and DeanWitter for 8 years. Big fan of covered call writing! Design is for 70 yr old retired couple.

Show

Sort By

Page size

…HI.beta.TEST#1

44 views

Return

-13%YTD

Rank

12%

Bottom

Static Portfolio

3 positions

May 22, 2023

Currency in USD

…LOW.beta.TEST#3

32 views

Return

-2%YTD

Rank

22%

Bottom

Static Portfolio

4 positions

Jun 4, 2023

Currency in USD

…LOW.beta.TEST#1

19 views

Return

-2%YTD

Rank

20%

Bottom

Static Portfolio

3 positions

Jun 4, 2023

Currency in USD

…LOW.beta.TEST#2

32 views

Return

-2%YTD

Rank

23%

Bottom

Static Portfolio

3 positions

Jun 4, 2023

Currency in USD

…LOW.beta.TEST#4

24 views

Return

-2%YTD

Rank

25%

Bottom

Static Portfolio

3 positions

Jun 6, 2023

Currency in USD

. Warren Buffet TEST

230 views

Return

-3%YTD

Rank

34%

Average

Static Portfolio

2 positions

Mar 2, 2023

Currency in USD

15 views

Return

-1%YTD

Rank

28%

Average

Static Portfolio

5 positions

Apr 17, 2025

Currency in USD

. a APR 2025 ETV

3 views

Return

-1%YTD

Rank

14%

Bottom

Static Portfolio

4 positions

Apr 17, 2025

Currency in USD

. RON.TEST VTI/VXUS/BND

190 views

Return

-1%YTD

Rank

57%

Average

Static Portfolio

3 positions

Mar 18, 2023

Currency in USD

AGE70 INCOME 70% GROWTH20% CASH 10%

61 views

Return

-2%YTD

Rank

25%

Average

Static Portfolio

3 positions

Apr 8, 2024

Currency in USD

ALLW - a Bridgewater created ETF for rich seniors

23 views

Return

5%YTD

Rank

69%

Average

Static Portfolio

1 position

Oct 16, 2025

Currency in USD

6 views

Return

-1%YTD

Rank

52%

Average

Static Portfolio

2 positions

Apr 6, 2024

Currency in USD

ETV/QQQ-60/40 income + growth

623 views

Return

-3%YTD

Rank

29%

Average

Static Portfolio

2 positions

Mar 29, 2023

Currency in USD

INCOME+LEVERAGED GROWTH((70%JEPQ+15%SPXL+15%cash))

3 views

Return

-3%YTD

Rank

24%

Bottom

Static Portfolio

3 positions

Jan 4, 2025

Currency in USD

INCOME+LEVERAGED GROWTH((70%JEPQ+15%SPXL+15%cash))

0 views

Return

-3%YTD

Rank

23%

Bottom

Static Portfolio

3 positions

Oct 15, 2025

Currency in USD

INCOME+LEVERAGED GROWTH((70%JEPQ+20%SPXL+10%cash))

12 views

Return

-4%YTD

Rank

21%

Bottom

Static Portfolio

3 positions

Nov 1, 2024

Currency in USD

MY MIXED BAG - CURRENT INCOME+GROWTH+LEVERAGED GROWTH

77 views

Return

-1%YTD

Rank

19%

Bottom

Static Portfolio

7 positions

Sep 2, 2024

Currency in USD

RAFI - PWLIX - RESEARCH ASSOC. LONG/SHORT EQUITY - ONLY

6 views

Return

9%YTD

Rank

14%

Bottom

Static Portfolio

1 position

Nov 5, 2025

Currency in USD

USincome+FgnDiversified

77 views

Return

-4%YTD

Rank

20%

Bottom

Static Portfolio

3 positions

Jun 14, 2023

Currency in USD

WOWEE!!! PORTFOLIO - RAFI INSPIRED RESEARCH ASSOC.

14 views

Return

-2%YTD

Rank

20%

Bottom

Static Portfolio

2 positions

Nov 5, 2025

Currency in USD